Aviso Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aviso Financial’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.7K	Sell	100 -227	-69%	-$52.1K	﹤0.01%	233
2026 Q1	$70.3K	Sell	327 -379	-54%	-$84.5K	﹤0.01%	247
2025 Q4	$155K	Sell	706 -2,759	-80%	-$603K	0.01%	226
2025 Q3	$748K	Buy	3,465 +269	+8%	+$56.5K	0.03%	185
2025 Q2	$654K	Sell	3,196 -866	-21%	-$168K	0.03%	182
2025 Q1	$787K	Buy	4,062 +1,040	+34%	+$207K	0.04%	164
2024 Q4	$592K	Buy	3,022 +826	+38%	+$165K	0.03%	198
2024 Q3	$435K	Buy	2,196 +939	+75%	+$179K	0.02%	208
2024 Q2	$229K	Buy	+1,257	New	+$226K	0.01%	223

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aviso Financial's VIG Position: Q2 2026 in Review

Aviso Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 69% in Q2 2026, selling an estimated $52.1K and leaving 100 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Aviso Financial first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $787K in Q1 2025. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aviso Financial held 100 shares of Vanguard Dividend Appreciation ETF worth $23.7K as of Q2 2026.
Aviso Financial sold 227 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $52.1K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #233 holding.
Aviso Financial first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Vanguard Dividend Appreciation ETF position peaked at $787K in Q1 2025.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.